Mercer Global Advisors
MTBA icon

Mercer Global Advisors’s Simplify MBS ETF MTBA Stock Holding History

Mercer Global Advisors’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,012
Closed -$201K – 2705
2025
Q2 		$201K Sell
4,012
-4,631
-54% -$231K ﹤0.01% 2080
2025
Q1 		$433K Buy
+8,643
New +$432K ﹤0.01% 1551

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HCM
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Mercer Global Advisors's MTBA Position: Q3 2025 in Review

Mercer Global Advisors sold out of Simplify MBS ETF (MTBA) in Q3 2025, closing a stake of 4,012 shares — an estimated $201K sold.

Mercer Global Advisors first reported a position in MTBA in Q1 2025 and held it in 2 quarters. The position peaked at $433K in Q1 2025. 139 funds tracked by Wall St. Rank hold MTBA as of Q3 2025.

  • Mercer Global Advisors reported no remaining Simplify MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 4,012 Simplify MBS ETF shares in Q3 2025, an estimated $201K.
  • Mercer Global Advisors first reported a position in Simplify MBS ETF in Q1 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Simplify MBS ETF position peaked at $433K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.